Number of Shares
1.61 Mil
Current Holdings Value*
$307.17 Mil
% of Portfolio
5.42%
Total Estimate Gain
$155.88 Mil
% of Total Estimate Gain
17.04%

TAX-MANAGED GROWTH PORTFOLIO's Amazon.com Inc Holding Summary

As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 1.61 Mil shares of Amazon.com Inc(AMZN), totaling $307.17 Mil. This investment constitutes 5.42% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.02% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 17 purchases of AMZN, at an average price of $101.11, for a total of 9.05 Mil shares. In addition, there have been 2 sales at an average price of $96.89 for 7.43 Mil shares. Based on historical transaction data and AMZN's current price of $217.12, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his AMZN holdings is $155.88 Mil, reflecting a 17.04% gain to date.

TAX-MANAGED GROWTH PORTFOLIO AMZN ($217.12) Holding Chart

TAX-MANAGED GROWTH PORTFOLIO AMZN ($217.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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